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What is Webtrix24?

Webtrix24 is a comprehensive cloud-based platform that functions as a CRM and business operations solution, offering a wide range of features such as general and insurance-specific CRM capabilities, as well as workflows tailored for the rental of computers and equipment. It empowers teams to efficiently handle leads, maintain contacts, pursue sales opportunities, track follow-ups, manage tasks and projects, execute campaigns, oversee customer records, process invoices and payments, and compile reports. In the realm of insurance, the platform includes essential tools for monitoring policies and claims, managing renewal notifications, overseeing commission arrangements, and enhancing communication with clients. Furthermore, its rental management capabilities cover aspects like inventory oversight, creation of delivery challans, tracking assets, billing for rentals, managing returns and replacements, and preserving product history. Primarily aimed at service-focused enterprises and agencies, it supports sales and support teams, insurance professionals, and individuals engaged in the computer and equipment rental sector. Users have the option to begin with a free plan, while various paid subscriptions are available, each featuring different tools tailored to specific CRM needs. This adaptable framework allows organizations to select a subscription that aligns optimally with their unique operational requirements and ambitions for growth, ensuring they have the tools necessary to succeed in their respective industries.

What is Live 360?

Live 360 is a cutting-edge CRM platform, enhanced with AI capabilities, specifically designed for insurance agents and independent agencies to streamline the ACA health insurance quoting and enrollment experience. By harnessing real-time data from the Healthcare.gov API, this solution automates quote generation, enabling agents to provide instant plan comparisons and customized recommendations to their clients. Furthermore, Live 360 incorporates integrated electronic signature options, manages multi-channel marketing campaigns, includes WhatsApp integration, and supports comprehensive client management all within a unified dashboard. Important features include real-time analytics, regulatory compliance in operations, and workflows designed to secure consumer consent effectively. Agencies leveraging Live 360 can not only grow their ACA business but also ensure a professional, transparent, and engaging experience for their clients. This innovative approach significantly boosts operational efficiency while nurturing stronger client relationships through a focus on personalized service and attention. Ultimately, Live 360 represents a transformative tool for agencies aiming to excel in a competitive market.

Media

Media

Integrations Supported

WhatsApp
Facebook Ads
IndiaMART
Justdial

Integrations Supported

WhatsApp
Facebook
Twilio Messaging
Twilio Voice

API Availability

Has API

API Availability

Pricing Information

₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Trial Offered?

Pricing Information

$39.99
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Webtrix Solutions

Date Founded

2020

Company Location

India

Company Website

webtrix24.com

Company Facts

Organization Name

360 Technologies USA LLC

Date Founded

2018

Company Location

United States

Company Website

360techusa.com

Categories and Features

CRM

Not specified

Insurance CRM

Not specified

Categories and Features

Insurance CRM

Not specified

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